BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH vs PGIM India Balanced Advantage Fund compare

Link copied to clipboard!

tortoise-icon BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

Invest Now

tortoise-icon PGIM India Balanced Advantage Fund - Regular Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

Overview

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
Fund BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
Investment Plan Growth Growth
Level of Risk High Very High
Asset Size (Cr) ₹1115 Cr ₹1138 Cr
Min Investment ₹500 ₹5000
Min SIP Invesment ₹500 ₹1000
Min Addl Investment ₹100 ₹1000
Launch Date 07 Dec 2023 24 Feb 2021
Category Dynamic Asset Allocation Dynamic Asset Allocation
Fund Type Open Ended Open Ended
Benchmark NIFTY 50 Hybrid Composite debt 50:50 Index CRISIL Hybrid 50+50 Moderate TRI
Turn Over % %
Expense Ratio 2.13 2.14
Manager Siddharth Chaudhary Puneet Pal
ISIN Code INF0QA701680 INF663L01V72
Exits Load Exit Load for units in excess of 8% of the investment,1% will be charged for redemption within 6 months./365 Exit load of 0.5%, if redeemed within 90 days./365

Trailing Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
1 Month -2% -1.35%
6 Month 1.15% 5.39%
1 Year - 16.16%
3 Year - 8.87%
5 Year - -

SIP Return Analysis

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
6 Month - -
1 Year - -
3 Year - -
5 Year - -

Rolling Lumpsum Returns

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
1 Year - 10.08%
3 Year - 9.97%
5 Year - -

Risk Management

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
Standard Deviation - 7.82%
Sharp - 0.48%
Beta - 1.02%
Alpha - -0.67%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

Fund Managers

Scheme Name BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth
Name Siddharth Chaudhary Puneet Pal
Total AUM ₹7136 Cr ₹20950 Cr
Fund Manage 8 19
BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH PGIM India Balanced Advantage Fund - Regular Growth

Market Cap

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

PGIM India Balanced Advantage Fund - Regular Growth

Others 22.5 32.5
Large Cap 74.19 49.05
Small Cap 1.19 4.02
Mid Cap 2.1 14.43

Sector Allocation

Scheme Name

BAJAJ FINSERV BALANCED ADVANTAGE FUND REGULAR PLAN GROWTH

PGIM India Balanced Advantage Fund - Regular Growth

Others 12.74 4.07
Technology 2.51 5.81
Sovereign 7.24 15.74
Financial 20.95 27.49
Energy 7.94 9.9
Construction 3.83 2.73
Metals & Mining 4.85 -
Materials 3.27 2.73
Consumer Staples 12.45 2.79
Healthcare 6.93 4.01
Automobile 5.97 4.21
Capital Goods 3.49 6.34
Insurance 0.23 2.52
Consumer Discretionary 0.97 1.1
Communication 4.03 1.86
Diversified 1.93 1.22
Services 0.65 5.9
Chemicals - 1.21
Textiles - 0.37

Top Comparisons

Tata Banking & PSU Debt Fund-Regular Plan-Growth Tata Banking & PSU Debt Fund-Regular Plan-Growth

3Y Returns4.97%

VS

HSBC Banking and PSU Debt Fund - Regular Growth HSBC Banking and PSU Debt Fund - Regular Growth

3Y Returns4.9%

Compare Now

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.85%

VS

Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option Sundaram Equity Savings Fund (Formerly Known as Principal Equity Savings Fund) - Direct Plan - Growth Option

3Y Returns11.85%

Compare Now

Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth Franklin India Feeder - Franklin U.S. Opportunities Fund - Growth

3Y Returns6.32%

VS

SBI International Access - US Equity FoF - Regular Plan - Growth SBI International Access - US Equity FoF - Regular Plan - Growth

3Y Returns11.93%

Compare Now

Sundaram Mid Cap Fund Regular Plan - Growth Sundaram Mid Cap Fund Regular Plan - Growth

3Y Returns22.67%

VS

Quant Mid Cap Fund-Growth Quant Mid Cap Fund-Growth

3Y Returns21.84%

Compare Now
Request call back
Add to Cart Successfully